# Task D.5.4: Lead / Enquiry Workspace Separation UI Foundation

## Objective
Establish separate CRM workspaces for marketing-owned Leads and sales-owned Enquiries without changing existing quotation, dashboard, reporting, or approval behavior.

## Review Completed
- `AGENTS.md`
- `plans/task-d.5.4.md`
- `docs/standards/project-foundations.md`
- `docs/standards/task-catalog.md`
- `docs/adr/0018-lead-enquiry-domain-separation.md`
- `docs/implementation/task-d5-lead-enquiry-domain-separation.md`
- `docs/implementation/task-d52-lead-domain-service-api-foundation.md`
- `docs/implementation/task-d53-lead-assignment-create-enquiry-foundation.md`
- `docs/security/crm-authorization-boundaries.md`
- `src/config/nav-config.ts`
- existing enquiry list, detail, form, and assignment UI
- existing lead route handlers and lead assignment route

## What Changed
- Replaced legacy lead route aliases with real lead pages:
  - [page.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/dashboard/crm/leads/page.tsx)
  - [page.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/dashboard/crm/leads/[id]/page.tsx)
- Added lead client API/query/mutation stack:
  - [service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/api/service.ts)
  - [queries.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/api/queries.ts)
  - [mutations.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/api/mutations.ts)
- Added lead UI foundation:
  - [lead-list.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-list.tsx)
  - [leads-table.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/leads-table.tsx)
  - [lead-columns.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-columns.tsx)
  - [lead-form.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-form.tsx)
  - [lead-detail.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-detail.tsx)
  - [lead-assignment-dialog.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-assignment-dialog.tsx)
  - [lead-followup-panel.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/components/lead-followup-panel.tsx)
- Extended lead domain read models in:
  - [types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/types.ts)
  - [service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/leads/server/service.ts)
- Lead detail now surfaces:
  - linked enquiries
  - assignment result visibility
  - audit-safe activity list
  - customer/contact/assignable-user reference data for forms
- Enquiry detail compatibility updated in [page.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/dashboard/crm/enquiries/[id]/page.tsx):
  - preserves existing enquiry component contract
  - loads linked lead server-side when `leadId` exists
  - shows a read-only `Source Lead` block with open-lead navigation
- Enquiry read DTO now includes `leadId` in:
  - [types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/api/types.ts)
  - [service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/enquiries/server/service.ts)

## APIs Consumed
- `GET /api/crm/leads`
- `POST /api/crm/leads`
- `GET /api/crm/leads/[id]`
- `PATCH /api/crm/leads/[id]`
- `DELETE /api/crm/leads/[id]`
- `POST /api/crm/leads/[id]/followups`
- `POST /api/crm/leads/[id]/assign`
- existing enquiry detail and follow-up APIs remain unchanged

## Permission Mapping
- Lead list/detail visibility uses:
  - `crm.lead.read`
- Lead create button and create form use:
  - `crm.lead.create`
- Lead edit actions use:
  - `crm.lead.update`
- Lead delete action uses:
  - `crm.lead.delete`
- Lead assignment action uses:
  - `crm.lead.assign`
- Enquiry detail compatibility block does not widen enquiry permissions; it only renders when the user can already open the enquiry page.

## Compatibility Notes
- CRM nav already exposed separate Leads and Enquiries entries, so D.5.4 kept navigation structure and replaced the lead pages behind it.
- Lead assignment still goes through the D.5.3 server assignment flow and does not create enquiries client-side.
- Existing enquiry workflow, quotation conversion flow, dashboard datasets, and reports were not changed.

## Known Limitations
- Lead form intentionally does not introduce a separate persisted `notes` field because D.5.4 is out of scope for schema changes.
- Lead follow-up entry uses the existing audit-backed foundation and remains compatible with the current D.5.2 persistence approach.

## Verification
- `npm exec tsc --noEmit`
